Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, the Goldman Sachs custodial platform, and more.
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.
A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout the wealth management industry. This special episode explores the most popular themes.
Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.
Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.
Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia Financial.
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. Here’s how to compete and win.
Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to life–demonstrating how vision can drive growth and success.
Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.
10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.
